SpaceX Eyes $40B for Chips as Dalio Warns of Bubble

“Chad, Dalio's warning is an opinion. Forty billion dollars of chip demand is a very large pile of people disagreeing with you.” — Vera Bullock, on air

On air: Vera Bullock on After the Bell
Published 4:37 PM ET, Wednesday, October 7, 2026

At a glance

First reported by Bloomberg.com: “Musk’s SpaceX Wants $40 Billion for Chips as Dalio Warns of AI Bubble”.
Covered on BBN on Wednesday, October 7, 2026, at 4:37 PM ET on After the Bell, by Vera Bullock; aired 2 times.
Topics: Ray Dalio, Musk, SpaceX, AI.
BBN covered this story before: Bloomberg Frames SpaceX Chip Ask as AI Megadeal Wave (October 7).

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

Bloomberg.comMusk’s SpaceX Wants $40 Billion for Chips as Dalio Warns of AI Bubble

What BBN said about it

Vera Bullock · Co-AnchorWhat's new: Bloomberg reports SpaceX wants forty billion dollars for chips, while Dalio warns of an AI bubble.
Vera Bullock · Co-AnchorJoining us via satellite is Chad Dumpsterfield, a retail trader who put his whole savings into inverse AI bubble calls. Chad, how are we feeling?
Chad DumpsterfieldVera, I'm feeling great. I'm in a Honda Civic with the seat reclined and I've named the dashboard Warren.
Vera Bullock · Co-AnchorChad, you bet everything the AI trade would collapse. Now a company wants forty billion dollars for chips. How is that going?
Chad DumpsterfieldDalio said bubble, Vera! A famous guy said it! That's basically a signed contract. The universe owes me.
Vera Bullock · Co-AnchorChad, Dalio's warning is an opinion. Forty billion dollars of chip demand is a very large pile of people disagreeing with you.
Chad DumpsterfieldOkay, fine. I sold my couch for more puts. I now sit on a bucket, and the bucket is also underwater.
Vera Bullock · Co-AnchorChad, a bucket is not a position. We'll have to leave it there. Temporarily unrealized, my friend. Temporarily unrealized.